Development Specialist
Lifespan | |
United States, Rhode Island, Providence | |
Sep 29, 2024 | |
Summary: Under general supervision and within Lifespan policies and procedures provides business analysis reporting database management and operational project management. Acts as resource steward and provides oversight of key business and operation functions including: financial and metric report generation operational project management business analysis and other duties as directed. Responsibilities: Analyzes and reports on key functions for all philanthropic foundations and their associated responsibility centers. Prepares the monthly and ad-hoc development and reports including metrics reports pipeline development reports performance analysis reports campaign specific reporting as well as other reports as requested. Provides supporting documentation for the Director of Development Business and Operations (DoD) including information and reporting that may be utilized at foundation and system board meetings and by Development leadership. Prepares the high-level donor reports including information utilized for Lifespan management reports. Supports the monthly closing process. Manages and designs integrations between various internal sources using Omatic to imports data into Raiser*s Edge. Audits and maintains database records to ensure the integrity of data ensuring the system remains PHI free. Drafts templates and assists in the review and recommendation of modifications to gift agreements and documents as necessary. Provide reports for the audits and preparation of 990*s as requested. Reviews data to ensure that revenue is correctly categorized by fund type method as well as temporarily restricted versus permanently restricted etc. per foundation. Coordinates the gathering and review of donor documentation to address the needs of the auditors* sample testing. May perform auditing of gifts processed to ensure correct documentation and restrictions are associated with gifts. Provides support for audit preparation including data clean-up and report reconciliation. Project manager for all data and/or system conversions.
Utilize power BI and other tools to automate and refine processes throughout Development. Provide leadership and project management in the selection and implementation of new applications intended to advance Other information: EDUCATION: Minimum of a bachelor*s degree or equivalent along with knowledge of accounting practices business systems and fundraising software. EXPERIENCE: Three to five years in operational database and business support ideally within philanthropy including: accounting business systems and related applications and software. Experience with report-writing and data extraction as well as exemplary attention to detail required. Raiser*s Edge NXT experience preferred. Lifespan is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race color religion sex national origin age ethnicity sexual orientation ancestry genetics gender identity or expression disability protected veteran or marital status. Lifespan is a VEVRAA Federal Contractor. Location: Corporate Headquarters USA:RI:Providence Work Type: Full Time Shift: Shift 1 Union: Non-Union Apply
|